Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Put Options Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DISV
# of Institutions
247Shares Held
53.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$224 Million10.24% of portfolio
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Forum Financial Management, LP Lombard, IL6.52MShares$180 Million3.43% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.9 Million0.86% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.39MShares$38.2 Million1.18% of portfolio
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Ritholtz Wealth Management1.29MShares$35.7 Million1.22% of portfolio